An AI agent for solar and energy installers
that qualifies a lead before a site visit gets booked
A solar or energy installer's inbox fills with leads ranging from a homeowner ready to sign to someone who just wants a rough number out of curiosity, and a sales team often cannot tell which until a site visit is already scheduled. We build an agent that asks the qualifying questions, answers pricing and incentive FAQ from your real numbers, and books a site visit only once a lead is worth one.
Why solar and energy installers lose money today
A solar or energy installer’s lead flow usually mixes serious homeowners ready to move forward with people who filled out a form out of curiosity after seeing an ad, and without a qualification step, both end up in the same queue heading toward the same costly outcome: a site visit. Industry data on residential solar sales consistently shows that unqualified site visits, where the sales rep arrives to find the roof unsuitable, the homeowner renting rather than owning, or the person simply not ready to decide, are among the largest sources of wasted field time in the business.
A second cost is response speed. A homeowner comparing quotes from three or four installers usually moves forward with whoever answered first with something specific about price and savings, and a lead that waits overnight for a callback has often already booked a visit with a faster competitor.
A third is the pricing and incentive question that every lead asks before anything else: what will this actually cost, what rebates or incentives apply locally. Without a consistent, accurate answer available any hour, this question either goes unanswered until a rep calls back or gets answered inconsistently depending on who picks up.
A fourth, specific risk in this category, is overpromising. A rep eager to close a lead can slide from “typical savings in this area” into something closer to a guarantee, which creates real exposure if the installed system underperforms that promise.
What we build
An agent that qualifies a lead the way your own sales team would, roof type and condition, rough energy usage, ownership status, timeline, before anything gets booked. It answers pricing and incentive FAQ from your real price ranges and the local programs that actually apply, not a generic national answer that does not account for regional incentives.
A site visit gets booked directly onto your installer team’s calendar only once a lead clears the qualification bar, and every new lead gets written to your CRM with the full conversation attached, so a rep walks into a visit already knowing the homeowner’s situation. Typical integrations: your site chat and WhatsApp for lead qualification, HubSpot, Pipedrive or a custom CRM, and your team’s calendar for direct booking.
The agent has one hard rule: no final system design, no guaranteed savings number, no formal quote. The moment a question needs an actual site assessment, it says so and routes to a sales engineer, with the qualification details already attached so the conversation starts from real information, not from scratch.
What stays with humans
Every system design, final quote and savings projection stays entirely with your sales engineers and installers, based on a real site assessment, never estimated by the agent. Any judgment about whether a specific roof or electrical setup is actually suitable stays with a qualified professional. The agent’s job ends at qualification, FAQ and booking.
Price and timeline
| Model | Price | What you get |
|---|---|---|
| Agency runs it | from $2,000 | We build, launch, host and tune the agent; you send pricing and incentive updates as they change |
| Full control, handover-ready | from $3,400 | Same build, full source code and credentials transferred to your team, documentation included, paid edits available as an option |
Both run on the same 2 to 3 week build. Running cost is separate, usually $20 to $150 a month in model usage depending on volume, with a hard budget cap set before launch.
Related
Pair this with a lighter WhatsApp bot for solar and energy installers if lead intake alone fits your team better right now, or a CRM build for solar and energy installers if the real gap is what happens to a lead after qualification. See the full package breakdown on the AI agents service page. A round-robin lead-routing build for a real estate developer on similar logic is detailed in the Bali lead routing case study, and a qualification-and-outreach playbook for a certification body is in the B2B certification AI sales agent case study. Get a written plan with a fixed price for your team.
FAQ
How much does an AI agent for a solar installer cost?
Our Assistant package starts at $2,000: lead qualification, pricing and incentive FAQ, site-visit booking, hand-off for technical questions, live in 2 to 3 weeks. A lighter WhatsApp intake bot alone starts at $900.
Does it quote a final system size or guaranteed savings?
No. It gives a typical price range and general incentive information, but any final system sizing, guaranteed savings figure or formal quote is produced by a sales engineer after reviewing the actual site. That line is fixed in the playbook.
How does it qualify a lead before booking a site visit?
By asking what your own sales team would ask first: roof type and condition, rough energy usage, ownership status and timeline, so a visit only gets booked for a lead with a real chance of converting, not every curious inquiry.
Which channels does it run on?
Your site chat and WhatsApp are the most common for homeowner leads, plus Telegram for markets where it is the dominant messaging app. We add a phone callback option for leads who prefer talking to someone directly.
Does it connect to our CRM and scheduling system?
We integrate with HubSpot, Pipedrive or a custom CRM, and with your installer team's calendar through Google Calendar or a scheduling tool, so a booked visit lands directly on the right person's schedule.